Archive - Generative Value

Databricks and the Future of Data

A Case Study on Riding S Curves: Past, Present, and Future of the Data & AI Company

Mar 23 •

On the Lifecycle of Industries

Two Roads Diverge: AI's Rise and Software's Consolidation

Mar 15 •

The Current State of AI Markets

The March 2025 edition: A quantitative analysis of where value has accrued; AI Supply and AI Demand; The Long Tail of Applications

Mar 9 •

The Future of Foundation Model Business Models

What’s the path to profitability for OpenAI, Anthropic, xAI, and others?

Mar 2 •

February 2025

January 2025

AI as Electricity

Some thoughts on the right analogy for AI

Jan 26 •

A Deep Dive on Inference Semiconductors

Disruption, The Memory Wall, and Software Moats

Jan 19 •

The Unstructured Data Landscape

Some thoughts on the infrastructure of a new wave of applications (robotics, autonomy, agents).

Jan 12 •

SpaceX: The Story of Space Disruption

A deep dive on SpaceX's history, business and technology today, and the future outlook for the business

Jan 5 •

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